Templates and e-signatures

How do I generate a document from a layout in LOXA?

Open Create document and choose a saved layout. A tenant-ready draft is created.

For
Organization owner, Organization admin, Property manager
Updated
August 9, 2026
LOXA Templates and e-signatures screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Templates and e-signatures workflow in your LOXA role.
  • Have tenant, lease, property, and field values ready before you begin.

Step by step

  1. Sign in to LOXA and open Templates and e-signatures.

  2. Open Create document and choose a saved layout

  3. Enter or review tenant, lease, property, and field values.

  4. Review the record and select the available save, confirm, or continue action.

  5. Verify that a tenant-ready draft is created.

What should happen

A tenant-ready draft is created.

Open this workflow in LOXA